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Agentic AI Security

Agentic AI security governs what autonomous software is permitted to do, and records what it did. Handing agents credentials and tools creates an attack surface that conventional controls were not designed for.

2 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
851	Crossmark Global Holdings Houston, Texas	$634K	+$64.4K	1	0.01%	Increased
852	GA GoalVest Advisory New York	$634K	+$547K	1	0.36%	New
853	Smithfield Trust Pittsburgh, Pennsylvania	$633K	-$80K	1	0.04%	Reduced
854	SPWM Schrum Private Wealth Management St. Augustine, Florida	$630K	+$64.4K	1	0.63%	Increased
855	AA Apriem Advisors Irvine, California	$624K	-$32.2K	1	0.09%	Reduced
856	GC Gilbert & Cook West Des Moines, Iowa	$623K	+$165K	1	0.1%	Increased
857	Simon Quick Advisors Morristown, New Jersey	$617K	+$5.91K	1	0.17%	Increased
858	HMS Hanseatic Management Services Albuquerque, New Mexico	$611K	+$527K	1	1.05%	New
859	YC Yarbrough Capital Franklin, Tennessee	$604K	+$242K	1	0.03%	Increased
860	TP Tranquility Partners Brentwood, Tennessee	$594K	-$10.2K	1	0.28%	Reduced
861	Benjamin F. Edwards & Company St. Louis, Missouri	$591K	+$31.7K	1	0.03%	Increased
862	GM GeoWealth Management Chicago, Illinois	$587K	+$505K	1	0.05%	New
863	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$580K	+$231K	1	0.01%	Increased
864	WFC Western Financial Corp San Diego, California	$579K	+$499K	1	0.34%	New
865	E Fund Management Guangzhou, China	$577K	$0	1	0.02%	Maintained
866	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$572K	+$130K	1	0.05%	Increased
867	PIA Perennial Investment Advisors Los Angeles, California	$572K	-$11.3K	1	0.18%	Reduced
868	MMG Monetary Management Group St Louis, Missouri	$570K	+$491K	1	0.15%	New
869	OFS OneAscent Financial Services Birmingham, Alabama	$564K	+$2.69K	1	0.4%	Increased
870	TPA Trivium Point Advisory Westport, Connecticut	$564K	+$34.9K	1	0.13%	Increased
871	Ameritas Advisory Services Lincoln, Nebraska	$562K	-$24.2K	1	0.02%	Reduced
872	Swiss Life Asset Management Zurich,	$560K	$0	1	0.01%	Maintained
873	NAM NTV Asset Management Charleston, West Virginia	$560K	$0	1	0.09%	Maintained
874	SBF Sara-Bay Financial Sarasota, Florida	$560K	$0	1	0.22%	Maintained
875	RT Rockland Trust Hanover, Massachusetts	$556K	-$89.7K	1	0.04%	Reduced